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brownhound
Level 1

Add a Subtotal line in estimate

Looking to add a Subtotal line that sums all items above it within a quickbooks online estimate

7 Comments 7
AldrinS
QuickBooks Team

Add a Subtotal line in estimate

You've come to the right place, brownhound.

 

I know a quick and easy way to add the subtotal line on your estimate, so let me lend you a hand in taking care of this.

 

Let me walk you through the steps on how to add it:

  1. Click the Plus (+) icon.
  2. Select Estimate.
  3. Enter all the necessary details on the estimate.
  4. Click the Add Subtotal button.
  5. Select Save and close.

 

That should do it. With these resources, I'm confident you'll be all set and ready to go with your estimates.

 

I hope this response finds you with a smile. Keep in touch if there's anything else I can do for you. I always have your back and am always happy to help. Have a great day!

brownhound
Level 1

Add a Subtotal line in estimate

Specific need: to apply a discount to food & beverage Subtotal, while other items are added to the estimate without adding to the discounted Subtotal. So, the Subtotal line may fall in the middle of the estimate, if that makes sense. This works only when in Windows. I often use the app on iPad using iOS. A Subtotal line added in windows shows when I open in the app, but doesn’t update with changes. Additionally, I can’t find a way to add the Subtotal line when creating the estimate in iOS app. 

 

RenjolynC
QuickBooks Team

Add a Subtotal line in estimate

Hi brownhound,

 

At the moment, we're unable to add the subtotal line using the iOS app. Though, you can use your regular browser to add the subtotal item.

 

I'd recommend sending feedback to our product engineers here: https://feedback.qbo.intuit.com/. I’ll also share this idea with them. Suggestions help us create features based on what users need for their companies.

 

We appreciate your feedback. If there's anything else you need help with QuickBooks please feel free to leave a comment below. 

ggrenovation
Level 1

Add a Subtotal line in estimate

Hi, How can I add a subtotal line in the estimate (DESKTOP quickbooks)?

 

MaryGraceS
Moderator

Add a Subtotal line in estimate

Hi there, @ggrenovation.

 

Thank you for joining the Community. I'd be happy to help walk you through adding a subtotal line item in an estimate in QuickBooks Desktop.

 

To start, let's create a subtotal item. Here's how: 

  1. From the Lists menu, select Item List.
  2. Click Item, then select New.
  3. Under TYPE drop-down, select Subtotal
  4. Enter the item's information.
  5. Click OK.

 

 

After that, let me show you how to add the new item when you create an estimate: 

  1. From the Customers menu, select Create Estimates
  2. Fill in the relevant information on the form like the Customer's name, Date and Estimate #.
  3. In the detail area, select the item(s) you propose to do or include as a sale.
  4. If you want to apply Subtotal, click the drop-down under the ITEM column and select it. 
  5. Select Save & Close.

 

For additional reference, I've also attached an article about estimate: Create an estimate.

 

As always, you can also reach out to our Customer Care support for additional help. They can use the screen share tool to get this resolved in no time.

 

Here's how you can reach them: 

  1. Sign in to your QuickBooks Desktop company.
  2. Select QuickBooks Desktop Help.
  3. Click Contact us.

That should get you back on track.

 

Keep me posted if you have any other questions about adding a subtotal line item in your estimate or if you have any other questions about QuickBooks. I'll be happy to help you out. Wishing you and your business success. 

abhishekmind90
Level 1

Add a Subtotal line in estimate

When I am printing the sales receipt having subtotal in it. The subtotal text isn't visible but the subtotal amount is visible, any idea why this is happening?

Michelle_b
QuickBooks Team

Add a Subtotal line in estimate

Hi, @abhishekmind90.

 

It's my pleasure to walk you through the steps on how to customize the data layout in the Sales receipt. This way, the subtotal text will visible in the templates.

 

First, is open the Sales receipt that you want to print and adjust the layout. Here's how:

 

  1. Go to the Customer menu, then choose Customer Center
  2. Find the customer's name and double click the transactions.
  3. Hit Formatting in the upper right corner, then choose Customize data Layout
  4. In the Header, put a checkmark for both Screen and Print.
  5. Under Title, type Subaccount in the Other box.
  6. Pick Footer, then tick the box in the Print perpendicular to Subtotal and tap OK
  7. Tap Layout then drags the subtotal box and hit OK.

formating.PNG

subtotals.PNG

      8. Go back to the Main tab, then hit Print and choose Sales Receipts.

main.PNG

      9. Press the Preview button. 

 

For future reference on how to customize reports to focus on the information that matters most to your business: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Don't hesitate to leave a comment below. I'm always here to help. Take good care!

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